Introduction

Weekly Alma/Primo Training UpdateNovember 5, 2018

Weekly Alma/Primo Training Update November 5, 2018

Looking for the full training plan in document form? Find the details here. 

Thanks to everyone who attended the in-person training last week. I heard many positive comments, so I hope that you found the days to be worthwhile.

This week we will begin to focus on the user services functions in Alma, namely Fulfillment (Circulation) and Resource Sharing (ILL). That doesn’t mean that you should stop practicing Resource Management (Cataloging) and Acquisitions though. If you would like to review the recording of a session, you can find the links on the calendar.

If you run into a problem or have a question, please submit a PALS Support Center ticket.

This week’s training sessions:

Tuesday, November 6, 10:00 – 11:30
Topic: Fulfillment 1
Audience: Fulfillment Staff & Admin

Agenda:

  1. Infrastructure
  2. User Groups
  3. Item Policies & Locations
  4. Circulation Desks
  5. Blocks
  6. Fulfillment/TOU
  7. User Management
  8. Roles
  9. Blocks
  10. Sets/Jobs
  11. Q & A over Forum to collect questions for Fulfillment 2 (priority to questions posted by 3pm on Wed)

Tuesday, November 6, 1:00 – 2:00

Topic: Primo Q & A; open session – bring your questions

Tuesday, November 6, 2:00 – 3:30

Topic: Resource Sharing Overview

Thursday, November 8, 10:00 – 11:30

Topic: Fulfillment 2

Agenda:

  1. User Management Cont.
  2. Q & A / Recap
  3. Fulfillment Configuration Tool
  4. Loan Demo
  5. Loans -> Returns -> Overdues & Lost Notices -> General Fines/Fees -> Waive & Pay
  6. Demo – Problem Loans
  7. Blocks
  8. Locations/Circ desk
  9. Fulfillment TOU/Rules
  10. Item policies
  11. User groups

Thursday, November 8, 2:00 – 3:30

Topic: Resource Sharing – Returnables

Friday, November 9, 9:00 – 10:30

Topic: Fulfillment 3 – Advanced and Optional Fulfillment

Agenda:

  1. Fulfillment Network
  2. Booking (Brief intro)
  3. Holds
  4. Jobs
  5. Printing

Friday, November 9, 11:00 – 12:30

Topic: Resource Sharing – Returnables

Click here for the complete schedule.